Rumor: TSMC is converting unused 4nm production lines to 3nm as smartphone makers cut wafer orders amid weak demand and high memory chip prices, media report, while 3nm capacity remains fully booked into 2028. Around 80-90% of 4nm equipment is transferable to 3nm, but it takes 6-12 months. $Taiwan Semiconductor(TSM.US) #MediaTek #semiconductors #semiconductor
Source: Dan Nystedt
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